OWENS & MINOR INC OMI S

September 23, 2020 - 12:17pm EST by

member

						2020	2021
Price:		14.34		EPS		0	0
Shares Out. (in M):		64		P/E		0	0
Market Cap (in $M):		915		P/FCF		0	0
Net Debt (in $M):		0		EBIT		0	0
TEV (in $M):		0		TEV/EBIT		0	0
Borrow Cost:		Available 0-15% cost

Description

Sign up or Log In

Sign up for free guest access to view investment ideas with a 45-day delay and read the full report.

Log in to read the full report.

show sort by

You are not eligible to view 1 messages. To gain access to more recent message posts signup free for membership.

#	AUTHOR DATE SUBJECT
9	member 7/02/24 9:20AM CFO Departure
Any thoughts on why the CFO, "at the request of the company, resigned from his position as an officer of the company?" view available tags
8	member 3/01/23 1:03PM Re: Anyone following? 7
Q4 numbers and guidance worse than my already bearish numbers. The $520mm midpoint EBITDA guidance is a bit tricky. They are going to be adding back SBC going forward while they have not previously so... login to read the rest 2 view available tags
7	member 10/12/22 12:47PM Anyone following?
The short is finally working here as they announced a huge miss. Several thoughts and welcome feedback. 1) We do not know whether the miss was due to the hospital supply biz or the patient direct... login to read the rest 2 view available tags
6	member 1/10/22 1:45PM APR Deal
Anyone still following this? Interesting that they do a big M&A deal right as COVID benefits should start to reverse.. 2 view available tags
5	member 12/25/20 10:29PM Re: Re: Re: What do you think the bull thesis is? 4
OMI still has the second largest market share in the core Global Solutions business - What do you think it's normalized margins should be? Even commodity businesses usually end up earning the cost of equity... view available tags
4	member 10/13/20 2:55PM Re: Re: What do you think the bull thesis is? 3
Thanks Nails4 and Chalkbaggery I echo what Chalkbaggery pointed out - my opinion is that the bull case here rests on sustainable PPE growth coming from channels outside OMI's core acute care end market. The two other items that... login to read the rest 1 view available tags
3	member 10/08/20 1:41PM Re: What do you think the bull thesis is? 2
An observer on the sideline here, I think the "long-term close-your-eyes-and-just-short-it" risk reward at $27 is quite stellar, as it is trading at almost 10x annualized run-rate earning assuming 2H is "peak PPE profitability" (we can calc... login to read the rest 2 view available tags
1	member 9/24/20 9:25AM EPS Guidance Raise
Out this morning: https://investors.owens-minor.com/news-releases/news-release-details/owens-minor-updates-annual-earnings-guidance OMI raised their 2020 EPS guidance from $1.00-$1.20 to $1.75-$1.90. It is obviously poor timing given my write-up was posted recently and the stock looks to be up ~30% pre market. However, a few... login to read the rest 4 view available tags

load more messages